Harmony Intelligent Mobility Breaks CATL's Exclusive Supply Tie-up

[Supply Chain Restructuring] Harmony Intelligent Mobility’s three brands have simultaneously onboarded multiple battery suppliers, ending Contemporary Amperex Technology Co. Limited (CATL)'s exclusive supply arrangement.

Key Developments: Aito M6 EV Adds Gotion High-Tech Variant; Luxeed and Stelato Also Expand Supplier Base

According to the Ministry of Industry and Information Technology’s (MIIT) 408th batch of new vehicle announcements, the Aito M6 all-electric model is now equipped with batteries from Gotion High-Tech for the first time. Under Harmony Intelligent Mobility, Aito, Luxeed, and Stelato have respectively introduced new suppliers including Gotion High-Tech, CALB, and Sunwoda, breaking the previous pattern where all orders were concentrated solely with CATL.

Industry Impact: Li Auto, XPeng, Xiaomi, and Others Follow Suit with Diversified Sourcing

Automakers are accelerating the diversification of their battery supply chains, primarily driven by intensifying price competition in the consumer market and increasing homogenization of traction battery technologies. Battery costs account for 30%–40% of total vehicle costs; multi-sourcing enables internal benchmark pricing mechanisms, significantly reducing procurement expenses and supporting faster vehicle iteration cycles.